SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Choate Investment Advisors's Holding History (CIK: 0001399794)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 33,995 Value ($000) $3,396 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 34,640 Value ($000) $3,307 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 34,475 Value ($000) $3,146 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 36,026 Value ($000) $2,820 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 36,092 Value ($000) $2,671 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 37,636 Value ($000) $2,439 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 111,691 Value ($000) $8,231 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 109,816 Value ($000) $7,944 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 90,629 Value ($000) $6,235 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 63,731 Value ($000) $3,499 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 40,002 Value ($000) $2,267 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 37,641 Value ($000) $1,972 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 10,306 Value ($000) $858 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,565 Value ($000) $256 Avg Close $66.19 Range $56.71 - $73.90
Q1 2022
Shares 7,336 Value ($000) $619 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 7,411 Value ($000) $624 Avg Close $76.51 Range $68.06 - $81.82
Q1 2020
Shares 6,176 Value ($000) $208 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 6,176 Value ($000) $294 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 6,666 Value ($000) $279 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 7,156 Value ($000) $288 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 7,156 Value ($000) $306 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 6,070 Value ($000) $252 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 7,736 Value ($000) $380 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 6,170 Value ($000) $315 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 7,426 Value ($000) $387,785 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 6,071 Value ($000) $311,868 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 6,096 Value ($000) $266,639 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 6,071 Value ($000) $260,810 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 6,071 Value ($000) $247,757 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 6,071 Value ($000) $239,622 Avg Close $31.79 Range $27.24 - $36.13
Q1 2016
Shares 9,000 Value ($000) $252,180 Avg Close $23.31 Range $19.02 - $28.42